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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Militti is a financial advisor registered in Nebraska with Morgan Stanley. Edward has been in the financial industry for over 50 years, working for several firms including Dean Witter & Co. Incorporated and Dain, Kalman & Quail, Incorporated. Edward is licensed in over 20 states and holds several securities licenses including Series 7, 63, 65, and 4. Edward Joseph Militti specializes in financial planning, portfolio management, and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NE
06/01/2009 - Present
Morgan Stanley (Omaha NE)
NE
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OMAHA NE)
NE
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (OMAHA NE)
NA
05/04/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
03/14/1972 - 05/21/1976
DAIN, KALMAN & QUAIL, INCORPORATED
IA
Issued 07/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 03/02/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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